CCA

Checchi Capital Advisers Portfolio holdings

AUM $1.46B
1-Year Est. Return 13.12%
This Quarter Est. Return
1 Year Est. Return
+13.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374M
AUM Growth
+$68.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,652
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.76M
3
+$1.71M
4
EWY icon
iShares MSCI South Korea ETF
EWY
+$1.37M
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.13M

Top Sells

1
+$7.14M
2
+$1.64M
3
+$926K
4
TDOC icon
Teladoc Health
TDOC
+$745K
5
VUG icon
Vanguard Growth ETF
VUG
+$567K

Sector Composition

1 Technology 9.42%
2 Financials 8.98%
3 Healthcare 8.9%
4 Consumer Staples 6.46%
5 Consumer Discretionary 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$49K 0.01%
+461
827
$49K 0.01%
+3,799
828
$49K 0.01%
+2,686
829
$49K 0.01%
+1,414
830
$49K 0.01%
+3,520
831
$49K 0.01%
+2,275
832
$48K 0.01%
+854
833
$48K 0.01%
+1,006
834
$48K 0.01%
+474
835
$48K 0.01%
+120
836
$48K 0.01%
+3,792
837
$48K 0.01%
+405
838
$47K 0.01%
+1,059
839
$47K 0.01%
+1,609
840
$47K 0.01%
+1,542
841
$47K 0.01%
+1,366
842
$47K 0.01%
+1,179
843
$47K 0.01%
+1,294
844
$47K 0.01%
+1,030
845
$47K 0.01%
+965
846
$47K 0.01%
+950
847
$47K 0.01%
+3,314
848
$47K 0.01%
+1,717
849
$47K 0.01%
+680
850
$47K 0.01%
+7,398
32 33
34
35 36